MG

Markel Group Portfolio holdings

AUM $12.3B
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.97B
AUM Growth
+$733M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$21.7M
2 +$15.1M
3 +$10.3M
4
SMG icon
ScottsMiracle-Gro
SMG
+$9.43M
5
SHW icon
Sherwin-Williams
SHW
+$8.61M

Top Sells

1 +$14.3M

Sector Composition

1 Financials 31.99%
2 Consumer Discretionary 19.15%
3 Industrials 11.08%
4 Healthcare 9.21%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.52M 0.03%
60,750
127
$1.16M 0.02%
32,560
+2,600
128
$844K 0.01%
13,570
129
$436K 0.01%
250
130
$412K 0.01%
9,957
+900
131
$381K 0.01%
20,923
132
$311K 0.01%
1,028
133
$255K ﹤0.01%
+8,006